Profit Sharing · DOL Form 5500 · 2024
Live Happy Holdings, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Live Happy Holdings, Inc. Retirement Plan · Sponsored by Live Happy Holdings, Inc. · Texas · Other Services
$5M in assets, 4 participants
Live Happy Holdings, Inc.'s Live Happy Holdings, Inc. Retirement Plan reported $5M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,987 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Live Happy Holdings, Inc. Retirement Plan ranks #4,987 of 7,719 2024 filers by assets (388% of the sector average)-$5M for 4 participants.
- #4,987
- in Other Services (7,719 peers)
- +9.4%
- assets growth YoY
Live Happy Holdings, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers
Live Happy Holdings, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,173,016 43rd percentile higher than 43% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Live Happy Holdings, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Live Happy Holdings, Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Live Happy Holdings, Inc. Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $443K in the plan year 2024 filing.
- Live Happy Holdings, Inc. Retirement Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Live Happy Holdings, Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 853119772 · Live Happy Holdings, Inc. PY 2024 · Profit Sharing
Live Happy Holdings, Inc. Retirement Plan · $5M · 4 · 43rd
- RANK $5M
- RANK 4
- RANK 43rd
- RANK Profit Sharing
- RANK near S.L. Lue, M.D., Inc. Profit Sharing Plan
- RANK ind #4987
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Texas →
Live Happy Holdings, Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $443K |
| Employer EIN | 853119772 |
| Plan Effective Date | 2020-10-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Live Happy Holdings, Inc.)
Sponsor-wide plan assets over time
All Live Happy Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 93.74591760299626% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $5M |
| 2024 | 1 | 4 | $5M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Live Happy Holdings, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is S.L. Lue, M.D., Inc. Profit Sharing Plan in CA ($5M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.